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CVX

Chevron Corporation

  • sector: Energy
  • exchange: NYSE
  • in 8 Arithmos indices

Themes CVX appears in

Indices that include CVX 8/8

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  1. #1

    Iran Conflict Beneficiaries — Defense, Energy & Cybersecurity Top 20

    CVX , 6.84%XOMGERTXPANW+15 more

    Major integrated energy company with significant Middle East exposure via Kurdish and Mediterranean assets; conflict drives oil price upside. Slightly lower weight than XOM due to smaller market cap.

    CAGR
    23.3%
    Sharpe
    0.83
    max DD
    -45.3%
  2. #2

    Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average

    CVX , 1.68%GOOGMETAMSFTNVDA+32 more

    12.2% ROE and 44.3% gross margin with a 3.14% dividend and a 21.8 P/E, and the 0.19 debt to equity keeps the capex programme equity funded. Weighted in line with ExxonMobil because the two are the same cyclical cash return trade, with Chevron offering a higher dividend and Exxon a lower beta.

    CAGR
    22.8%
    Sharpe
    1.39
    max DD
    -9.3%
  3. #3

    Iran Conflict Beneficiaries Index — Defense, Energy & Cyber Titans

    CVX , 7.41%XOMGERTXPLTR+15 more

    Chevron is a top US oil major with significant Middle East exposure via production; Iran conflict raises oil prices. Weighted at 8% — slightly below XOM due to smaller market cap ($351B) and lower 2.3% revenue growth.

    CAGR
    22.4%
    Sharpe
    0.79
    max DD
    -42.9%
  4. #4

    Top 10 US & Middle East Energy Giants — Market-Cap Weighted

    CVX , 11.20%2222XOMCOPEOG+5 more

    Second-largest US energy major with $368B market cap and 32% 1Y return. Low leverage (0.24 D/E) and integrated operations earn it 11.2% weight as the third-largest constituent.

    CAGR
    15.4%
    Sharpe
    0.47
    max DD
    -59.2%
  5. #5

    Global Energy Security & Middle East Tension Beneficiaries — 20-Name Blended Index

    CVX , 7.54%XOMSHEL.LTTE.PAEQNR+15 more

    Second-largest US major with the strongest revenue growth in the group (+53.5% YoY) and a 3.4% dividend yield; a lower-beta (0.52) complement to XOM, hence a slightly smaller weight.

    CAGR
    13.1%
    Sharpe
    0.58
    max DD
    -48.9%
  6. #6

    AI Bubble Burst Defensive Index — Low-Beta Staples, Healthcare, Energy & Value Tilt

    CVX , 9.00%BRK-AJNJXOMKO+7 more

    Highest dividend yield in the set at 3.36% with a low 0.19 D/E and 0.52 beta. Weighted alongside XOM as the second energy leg, providing income plus non-tech diversification.

    CAGR
    10.2%
    Sharpe
    0.66
    max DD
    -31.0%
  7. #7

    US & Middle East Energy Index

    CVX , 16.00%XOMKSACOPEOG+5 more

    Diversified US supermajor with Permian, Australia LNG, Hess assets.

    CAGR
    10.1%
    Sharpe
    0.37
    max DD
    -62.3%
  8. #8

    Global Energy Security Index — Middle East Tension Beneficiaries (3Y Hold, Ex-Defence)

    CVX , 10.00%XOM2222.SRPETR3.SA601857.SS+6 more

    Second US supermajor with the strongest revenue growth in the set (+53.5%) and a 3.4% dividend yield. Weighted just below XOM as the paired US anchor, reflecting slightly higher leverage and a weaker 3Y return (+32%).

    CAGR
    8.2%
    Sharpe
    0.39
    max DD
    -52.4%

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Performance figures are simulated backtests, not live returns. Past performance does not predict future results. Arithmos is a research and data tool, not investment advice.

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